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Disclosery

HYDB ISHARES TR

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SHS (fund)

245 managers (247 13F filers) reported a position in HYDB shares at 2025-03-31, 27,742,356 shares in all. 38 filers opened a position and 26 filers sold out during the quarter.

Managers
245
13F filers
247
New
38
Added
136
Reduced
56
Sold out
26
Shares held by filers
27,742,356

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Keystone Financial Group, Inc.1,946$89.8K0.06%new13F-HRTimeline
Blume Capital Management, Inc.1,670$78.6K0.02%new13F-HRTimeline
North Star Investment Management Corp.1,175$55.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,134$53K<0.01%+1,13313F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,122$52.8K0.05%-35013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,093$51.5K<0.01%-813F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,079$50.8K0.02%-62313F-HRTimeline
Sound Income Strategies, LLC1,077$50.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,063$50.1K<0.01%-81613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,049$49.4K<0.01%+81213F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…999$47K0.03%new13F-HRTimelineGroup
Geneos Wealth Management Inc.954$44.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…938$44.2K<0.01%+85313F-HRTimelineGroup
Arax Advisory Partners900$42.4K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO882$41.5K0.02%013F-HRTimeline
FMR LLCin group FMR LLC740$34.8K<0.01%-51913F-HRTimelineGroup
Retirement Wealth Solutions LLC737$34.7K0.03%+12013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/542$25.5K<0.01%new13F-HRTimelineGroup
Eukles Asset Management477$22.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC432$20.3K<0.01%+26713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC378$17.8K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.378$17.8K0.01%+24613F-HRTimeline
Wells Financial Advisors INC320$15.1K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC306$14.4K<0.01%013F-HRTimeline
Abound Wealth Management303$14.3K<0.01%new13F-HRTimeline
New Republic Capital, LLC233$11K<0.01%+213F-HRTimeline
Park Square Financial Group, LLC200$9.42K0.01%-20413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200$9.4K<0.01%+17513F-HRTimelineGroup
AdvisorNet Financial, Inc188$8.85K<0.01%+2613F-HRTimeline
Collier Financial184$8.64K0.01%-10,65913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.159$7.49K<0.01%new13F-HRTimelineGroup
Milestone Investment Advisors LLC140$6.59K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.136$6.07K<0.01%new13F-HRTimelineGroup
Park Place Capital Corp111$5.23K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC101$4.76K<0.01%-2313F-HRTimelineGroup
Front Row Advisors LLC100$4.71K<0.01%013F-HRTimeline
Parallel Advisors, LLC79$3.72K<0.01%-3913F-HRTimeline
Clark Wealth Partners66$3.11K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC38$1.79K<0.01%-4013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32$1.51K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.30$1.41K<0.01%-313F-HRTimeline
MAI Capital Management16$754<0.01%013F-HRTimeline
Raleigh Capital Management Inc.9$433<0.01%-10613F-HRTimeline
LGT Financial Advisors LLC2$89<0.01%-63513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-32,95213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.